FWM
DIS icon

Focused Wealth Management’s Walt Disney DIS Stock Holding History

Focused Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4,000
Closed -$6K – 842
2020
Q3 		$6K Buy
+4,000
New +$500K ﹤0.01% 578

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Focused Wealth Management's DIS Position: Q1 2026 in Review

Focused Wealth Management increased its Walt Disney (DIS) stake by 1.6% in Q1 2026, buying an estimated $19.3K and bringing the position to 11,547 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #77.

Focused Wealth Management first reported a position in DIS in Q3 2013 and has held it in 51 quarters since. The position peaked at $4.11M in Q1 2024. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Focused Wealth Management held 11,547 shares of Walt Disney worth $1.11M as of Q1 2026.
  • Focused Wealth Management bought 183 Walt Disney shares in Q1 2026, an estimated $19.3K.
  • Walt Disney made up 0.12% of Focused Wealth Management's portfolio in Q1 2026, its #77 holding.
  • Focused Wealth Management first reported a position in Walt Disney in Q3 2013 and has held it in 51 quarters since.
  • Focused Wealth Management's Walt Disney position peaked at $4.11M in Q1 2024.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.